Learn and develop

We are proud to be STEP's education partner. Together our goal is to help you unleash your potential and broaden your career in finance or law, through tailored qualifications and training.


STEP Certificates


These introductory qualifications help you understand the core areas of trust and estates planning, anti money laundering, international trust management, and fund administration.

STEP Advanced Certificates

Advanced Certificates

STEP Advanced Certificate qualifications help increase your knowledge, skills and confidence in specialist areas of financial and legal planning.

STEP Diploma

The STEP Diploma

The benchmark qualification for trusts and estates: Recognised globally, tailored for you. Choose a STEP Diploma that works for you by choosing from an extensive suite of Advanced Certificates

STEP Postgraduate Diploma

STEP Postgraduate Diploma

Elevate your expertise in wealth management and estate planning with our STEP Professional Postgraduate Diploma in Private Wealth Advice.


Our range of CLTI and STEP CPD courses provide a structured framework for professionals to continuously update their knowledge and skills, ensuring you remain relevant and competitive in the market.

Financial support through instalment plans

It is important that our qualifications are as accessible as possible to our students, particularly when it comes to financing. We provide flexible payment options for Advanced Certificates, Diplomas and Professional Postgraduate Diplomas to help you spread the cost of your course.

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